Our Mission
BUILDING FUTURES
We know that top talent is difficult to find. The journey of continuous lookout and learning is one that never stops.
That’s why Navacord has invested in a Learning & Development team: to create specialized programs focused on the development of sales and customer service professionals. By offering expert training and development, whether someone is new to the industry or organization, or an experienced professional, the Learning & Development team expedites and amplifies the success of our customer service and sales professionals.
Sales success happens when a strong team builds lasting relationships, and can act as expert advisors in their industries.
MASTERING SALES
Sales is at the forefront of all our program designs. Whether it’s learning the sales process or increasing your knowledge of buyer psychology, these programs are here to help current and future sales masters evolve and thrive.
INDUSTRY KNOWLEDGE EXPERT CONNECTIONS
Being an expert in your field leads the path to success. To help you get there, we incorporate technical knowledge tailored to each group's experience level. From policy wordings, to Navacord Circles of Influence, technical expertise is an integral component of our sales programming.
Hands-on learning is a valuable development tool that every industry professional should have access to. These programs offer one-on-one sales mentorship and carrier connections so that realworld knowledge is tangible.
3 PILLAR APPROACH
Sales Programs
Delivering real-world industry training, elite sales tools and master techniques allows producers to reach their full selling potential and become renowned experts in their chosen fields.
Sales Program Overviews
FOUNDATIONS EXPERT ADVISOR DISTINCTION MASTERY
The foundations approach is two-part; first, a commercial lines in-person technical opportunity provided 3 times annually; and second, a series of presales soft skill building hosted in Navacord Academy. This is designed to provide new or aspiring producers foundational skills before they have a new business sales target and is a great way to support onboarding or development processes.
This program provides foundational sales skills and case-based technical training for unvalidated producers with new business targets. It is supplemented with knowledge sharing from Navacord SMEs and coaching support and updates for brokerage mentors and leaders.
This program is geared to Commercial lines and GBRS.
This program includes focuses on skills to elevate intermediate advisors in their sales strategy, helping them sell more effectively to professional audiences. Formal training on buyer psychology, and communication skills is included, as well as opportunities to build relationships and collaborate with peers across the counter.
This program is geared to Commercial lines and GBRS.
The Mastery program is an invite-only opportunity for elite advisors across Navacord to come together. With focused conversation, collaborative discussion, and executive networking opportunities, this unique program is built to support our top advisors continued growth.
An on-demand intermediate (between Expert and Distinction) program is currently in-development. This program will focus on sales skills as well as building knowledge of what and where expertise is around Navacord.
SALES Commercial Lines
Onboarding tools and guidance focused on developing technical and soft skills of new and aspiring producers.
Building foundational knowledge early in a sales journey is the groundwork of becoming an expert advisor. As businesses and advisors move through this journey, Navacord now offers support in a variety of ways.
OPTIONAL TECHNICAL CONTENT
MRD eLearning Programs (Commercial & Personal) starting at $150
IFEBP programs (starting at $85/course)
Introductory Commercial Lines for anyone new to Commercial Lines, In-Person (approximately $700/participant)
Upcoming Sessions Introductory Commercial Lines $400-500
October 2-4 2024, Virtual
February 10-12 2025, Virtual
June 4-6, 2025, Hybrid option
October 6-8, 2025, Hybrid option
Contact Information
Lauren Crabbe, lcrabbe@navacord.com
SOFT SKILL FOUNDATIONAL DEVELOPMENT
NAVACORD Academy offers soft skill development tailored to service and sales in all lines. Search individual courses or take a curated offering in the Learning Path Catalogue. Learning Paths include:
Sales Foundations 1
Sales Foundations 2
This program is offered through NAVACORD Academy www.navacordacademy.navacord.com
SALES Commercial Lines Group Benefits
& Retirement
Building sales and technical expertise to build success of new producers.
Expert Advisor is built as a two-phased program with intensive content up-front either in-person (4 days) or virtually (2 months) followed by a ‘light’ period with touch-points and online requirements and concluding with additional sales training towards the end of the ~ 7 month program.
Content
The first phase of the program consists of:
• DiSC behavioural training
• MarshBerry Sales Process Foundations
• InCite Performance Group: Traits of Success
• Case-based technical learning sessions
• Individualized coaching and mentoring support
• Peer learning/discussion opportunities
After a period of time for producers to learn and use their skills, additional virtual content is provided:
• MarshBerry Sales Reinforcement & 200 series sales training
• Continued mentoring touchpoints
Contact Information
Lauren Crabbe, lcrabbe@navacord.com
Eligibility
• Recurring new business target in place at time of program start
• Technical foundational learning completed via Foundations or past experience
• Recommend: 0-3 years experience in the sales function
Upcoming Sessions
November 2024, in-person
April 2025, virtual November 2025, in-person
SALES Commercial Lines Group Benefits & Retirement
DISTINCTION
Designed for those successfully meeting new business targets and building their book size, this program focuses on developing traits of elite producers with the ultimate objective to close faster and win bigger.
Content
• Executive Impact eLearning and formal learning
• Selling to the C Suite formal learning
• Professional Communications and 1:1 Coaching
• Small Group learning & collaborating with Gordon Zellers of InCite Performance Group
• Mastery Class Workplace License for 6 months
Eligibility
Validated producers with successful new business achievements for a minimum of 2 years
With a combination of in-person formal learning, eLearning, small group virtual sessions, and a 1:1 coaching focus, this program has been tailored with time management in mind. The program is geared to sharing best practices, increasing professional presence, and learning to enhance the participants sales approach. This program is designed to be completed within 3 months.
Contact Information
Lauren Crabbe, lcrabbe@navacord.com
March 2025
SALES Commercial Lines Group
Benefits & Retirement
MASTERY
Bringing Navacord sales masters together to learn, collaborate and share best-practices to promote continued growth.
Overview
This program is designed to be agile and focused on the participants desired discussion points, all with the ultimate focus of how the group can continue their sales momentum and growth.
Participation in this program is by invitation only.
Length: 1.5 day, annually in-person
Quarterly cadence of continued touch-points
Contact Information
Lauren Crabbe, lcrabbe@navacord.com
Sales Program Fees
PROGRAM FEES
Foundations
Fees are dependent on the content selected.
Introductory Commercial Lines $400-$500
IFEBP Courses: starting at $85/course
Expert Advisor: ~$3,850 In-Person
Expert Advisor: ~$2250
All-virtual program
Distinction: ~$3000
Mastery: travel only
ADDITIONAL INFORMATION
For additional information including course calendars and enrollment information, please contact lcrabbe@navacord.com
Educating & empowering our customer service professionals is the foundation to providing a great client experience.
Client Experience Program
Delivering the real-world industry training and techniques customer service professionals need to reach their full potential.
Client Experience
Personal Lines On-Demand Training
NEW: Personal Lines Learning Paths now in Navacord Academy
Personal Lines Foundations
Learning Path
Personal lines accredited technical training for individuals with 0-2 years experience or anyone who would like to refresh their technical foundational knowledge.
This flexible on-demand training will equip employees with essential knowledge starting with insurance 101 and a deep dive into the core policies: tenants, homeowners, condos, and personal umbrella. Available now in Navacord Academy.
Personal Lines Electives
Learning Path
Elevate your technical expertise with accredited elective courses in personal lines. These specialized courses will equip employees with industry-specific terminology, coverage solutions, and options available.
Go beyond the basics to broaden expertise in watercraft, ATVs, motorcycles, vacation trailers, motorhomes, and snowmobiles. Available on demand in Navacord Academy
Client Experience Commercial Lines Programs
Designed to provide new hires the foundational knowledge to be successful in their new roles, this intensive trainee program includes a combination of insurance industry and product knowledge, and our highest rated workplace critical skills courses.
Built to continue the development of client experience professionals, this program focuses on effective managing of insurance placements through an understanding of insurance market dynamics, five-star industry leading submissions, quote reviews and interpersonal communication skills.
Targeted to successful client experience professionals on a continued development journey, this program includes the analysis of commercial exposures, contract review, claims analysis and flexible communication skills.
Created to provide practical and application-based specialty lines training for service professionals. This program facilitates elevated technical expertise for increased competence and confidence to respond to the dynamic needs of clients and address the increasingly complex business exposures.
Custom designed by Navacord for Navacord top-performing service professionals. This one-of-a-kind program provides scholar level knowledge to build confidence, share leading practices, and create networks for service professionals across Navacord.
Client Experience Program
TRAINEE
Foundational technical training for entry-level commercial lines employees.
Overview
This entry-level program features basic commercial lines insurance product technical training incorporating the what and why of service delivery. With a blended learning approach, this 7-week program incorporates online learning and virtual classes with straight-forward application assignments to enhance knowledge retention. Time Commitment: 2 hours per day for 7 weeks.
Content
• Core Commercial Insurance Products and Wordings
• The brokers role and working with underwriters
• Collaboration, Asking Effective Questions & Active Listening
• Business Communication, File Documentation, Desk Management
Eligibility
Recommended for individuals with 0-2 years commercial lines experience with a desire to strengthen their technical knowledge on core insurance products including anyone transitioning to a commercial lines role from another segment such as personal lines.
Accreditation
17 Hours across all provinces
Contact Information
Patty Fischer, pfischer@navacord.com
Client Experience Program
ADVANCED
Commercial lines insurance placement training for advancing client experience professionals.
Overview
This CE Accredited* program is a service professional’s pathway to boost skills in working with their team, clients and underwriters for smoother insurance placements for our commercial clients. Targeted to Account Managers and Brokers with 0-2 years' experience in role, the Advanced program will provide essential insurance placement skills including navigating the market, building submissions and quote reviews alongside advanced communication techniques to improve your meeting planning as well as internal and underwriter-facing communication.
Content
• Market dynamics
• Uncovering information needs and pre-renewal preparedness
• Five-star submissions and claims information
• Avoiding information overwhelm
• Client proposals and persuasive presenting
• Collaborative Communication
Upcoming Sessions
January 2025 September 2025
9-week virtual program delivered weekly through online courses, zoom classes and assignments supported by three monthly follow up sessions. This program is available exclusively to Navacord employees to reinforce important placement concepts and elevate the confidence and competence of service professionals.
*Accreditation varies by province.
Contact Patty Fischer, pfischer@navacord.com
Client Experience Program
Commercial lines exposure expertise for experienced client experience professionals.
Overview
This CE Accredited* program is a service professional’s pathway to elevate their expertise in client placements and communication. Targeted to Account Managers and Brokers, the Expert program covers crucial technical skills including exposure identification, coverage audits and contract reviews to increase confidence in designing appropriate insurance programs for new and existing clients alongside advanced communication techniques to improve presentations and client-facing communication.
Content
• Renewal planning for retention
• Exposure reviews & coverage audits
• Claims analysis & contract review
• Presentation skills
• Persuasion and negotiation techniques
• Managing difficult conversations
10-week virtual program delivered weekly through online courses and zoom classes. This program is available exclusively to Navacord employees to sharpen their skills as high performing insurance professional.
*Accreditation varies by province.
Contact Patty Fischer, pfischer@navacord.com
Client Experience Program
SPECIALTY LINES SERIES
Technical training to increase service professional confidence in specialty coverage lines.
Overview
This CE Accredited program is your pathway to develop your specialty coverage technical skills and account rounding techniques to increase client engagement, offer solutions, increase efficiency, develop strong relationships and get results. Designed for Navacord commercial lines professionals, the Specialty Lines Series covers targeted exposure identification, understanding policy wordings, how coverage responds, claims scenarios and skills to more confidently discuss with clients.
Content
• Client Engagement Techniques
• Commercial Crime
• Cyber Liability
• Directors & Officers Liability
• Professional Liability
• Pollution Liability
Upcoming Session
September 2025
There are six-monthly sessions in this series. Each month features one specialty lines coverage topic and consists of an online course to be completed as pre-work for the live zoom class and supporting application assignment.
Designed to help you sharpen your skills as a high performing insurance professional, this program is complementary to the 10-week Expert program. Note: The Expert program is not a required pre-requisite to this program; anyone ready to increase technical knowledge in specialty lines is welcome.
Contact Patty Fischer,
pfischer@navacord.com
Client Experience Program
Customized program for experienced service professionals to reach their potential, become more confident mentors and embrace change.
Overview
This one-of-a-kind program developed by Navacord for Navacord top-performing service professionals to gain and share expertise in a small groups. This three-day in person intensive program is designed to boost confidence and fuel participants to return to their brokerages re-energized to respond to the dynamic and increasingly complex service needs of major accounts.
Agenda
Explore: Insurance Program Design
• Assessing client needs, crafting tailored solutions and I implementing innovative strategies.
Navigate: Major Account Solutions
• Gain a deep understanding of claims management, unlock the secrets to contract reviews and the complex realm of cyber risk.
Elevate: Mentorship
• Cultivate mentorship skills, foster meaningful connections, learn effective coaching techniques and join a community of mentors.
Eligibility
The program is designed for experienced service professionals currently handling major accounts with formal or informal mentoring or coaching responsibilities.
Contact Patty Fischer, pfischer@navacord.com
Program Fees
PROGRAM FEES
Client Experience Trainee $850
7 weeks, 2 hours per day
Client Experience Advanced $1,000
9 Weekly + 3 Monthly Follow Up Sessions
Client Experience Expert $1,000
10 Weekly Sessions
Specialty Lines Series $500
6 Monthly Sessions
Scholar ~$tbd + Travel & Accommodations
3 days in person
Additional program fees will be announced as calendars are distributed.
ADDITIONAL INFORMATION
For additional information including course calendars and enrollment information, please contact pfischer@navacord.com or learning@navacord.com.
Navacord’s foundation of an exceptional client experience is built on our dedication to creating a knowledgeable, educated, and customer-first team. Empowering and elevating our customer service professionals paves the way for innovative risk management and trustworthy client relationships.
People are our strength— we invest in them.
Leadership Programs
Building world-class leaders through targeted skills development and training to help accelerate success and reach their full leadership potential.
Leadership Program Overviews
EMERGING
The emerging leader's program is focused on supporting an individual’s development with an emphasis on skills required for successful people leadership. The program is delivered through a series of on-demand training hosted in Navacord Academy. It provides insights into the transferable soft skills needed to build leadership capability and is a great way to support growth and development of aspiring future leaders.
FOUNDATIONS SUMMIT
This program provides foundational soft leadership skills and tactical skills for new people leaders. The self-paced on-demand content is provided through Navacord Academy and supplemented with graded assignments throughout.
Self-enrollment with approvals or HR Reps can enroll learners directly through Navacord Academy.
Navacord will be hosting its second annual Leadership Summit in Oct 2024. This event brings together experienced middle leaders from across Navacord to support their professional development through formal training and networking opportunities.
LEADERSHIP
Aspiring Leaders
EMERGING
Equipping aspiring leaders with transferable soft skills needed to build leadership capability.
The Emerging Leader content focuses on developing soft skills to support an individual's development with an emphasis on skills required for successful people leadership. The objective of the program is to develop these core skills to set learners up for success in their next roles.
Content
This program is self-paced and on-demand. Learners are recommended to complete the program within 3 months of enrollment.
• Communication Skills
• Time Management
• Collaboration and Teamwork
• Personal Development
Total Program Duration: ~5 hours plus assignments
This program has no cost associated with it.
Eligibility
For anyone aspiring to be in a future leadership role, or in a new leadership role, and looking to build essential soft skills to support their leadership success.
Enrollment
Self-Enrollment by learner, or HR Representatives can enroll learners through Navacord Academy.
This program is offered through NAVACORD Academy
Contact Information
Lauren Crabbe, lcrabbe@navacord.com
LEADERSHIP
Designed for those who are new-to people leadership, this foundational program focuses on 5 key areas to help develop tactical and soft leadership skills to help equip them in their new people-leadership roles.
Content
This program is self-paced and on-demand with graded assignments required throughout. Learners are recommended to complete the program within 3 months of enrollment.
• Introduction to Leadership
• Building Your Leadership Skills
• Becoming a Team Leader
• Developing Your Team
• Developing Yourself
• Your Leadership Electives
• Final Assignment
Total Program Duration: ~10 hours plus assignments
This program has no cost associated with it.
Eligibility
Recommend: individuals with 0-2 years’ experience in a people leadership role.
Enrollment
Self-Enrollment with approvals or HR Representatives can enroll learners through Navacord Academy.
Lauren Crabbe, lcrabbe@navacord.com
LEADERSHIP Experienced Leaders
Annual in-person program for experienced leaders designed to evolve leadership skills through formal learning and networking.
This annual program is designed to provide valuable insights and practical tools for experienced middle-level leaders. It offers an opportunity to network with other Navacord professionals and further enhance leadership skills through formal training and networking. With a carefully curated agenda and opportunities to hear from Guest Panelists and Navacord Executives, the goal of this event is to bring together and build leadership strength across Navacord.
2024 Topics
• Accountability in High Performing Teams
• Productivity for Busy Professionals
• Transition to Strategic Decision Making
• Coaching & Mentoring
October 2-3, 2024
SHERATON CENTRE TORONTO HOTEL
Eligibility
By Nomination; event capacity is 100 Nominees should be in a people leadership role for a minimum of 1 year Nominees should not attend Founders Circle.
Enrollment
Enrollment is communicated annually via Navacord L&D as well as business HR representatives.
Contact Information Lauren Crabbe, lcrabbe@navacord.com
Organizations that value and prioritize the well-being of their employees, foster inclusive cultures, and invest in learning and development are the ones that will thrive.
